+152.0%
SMTC vs PLTD
-77.3%
+229.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +2.3% | +7.6% | +10.7% |
| 7D | +22.9% | +4.5% | +18.4% | +24.7% |
| 30D | +16.6% | -0.7% | +17.4% | +16.1% |
| 3M | +2.4% | -31.0% | +33.5% | -7.5% |
| 6M | +98.3% | -24.8% | +123.1% | +88.0% |
| YTD | +120.7% | -18.6% | +139.2% | +120.6% |
| 1Y | +168.3% | -31.8% | +200.1% | +152.4% |
| All | +152.0% | -77.3% | +229.3% | +43.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded PLTD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling